Private Client Trusts Associate – 3+ PQE – Taunton

Overview

As a Private Client Trusts Associate in Taunton, you will support the growth of a busy Trusts practice within a top UK law firm renowned for client care. You will handle trust creation, administration and advisory work, alongside taxation considerations and asset oversight. You’ll work with a collaborative team to manage a varied caseload while developing professionally in a people‑focused environment. This role offers breadth across private client matters and a clear path for career progression in a supportive culture. You will contribute to delivering practical, real‑world advice that supports clients and beneficiaries alike.

Pay / Benefits

• Flexible working
• 25 days’ holiday plus Bank Holidays
• Birthday day off
• Private healthcare
• Pension scheme(s)
• Life assurance

Responsibilities

• Trust creation and advisory work
• Trust administration and compliance
• Managing trust assets
• Providing taxation advice relating to trusts
• Asset management and investment oversight
• Communicating with and educating beneficiaries

Key requirements

• Strong private client background with hands-on trust administration experience
• Solid technical knowledge and a commercial approach to trust law
• Ability to manage own caseload with supervision from a Partner
• Excellent interpersonal skills and a collaborative, team-focused mindset
• Proactive, enthusiastic and ambitious approach
• Growth mindset and ability to see the wider commercial picture
• Applications from qualified solicitors or experienced trust professionals with equivalent expertise

• Collaborative
• Interpersonal skills
• Proactive and ambitious
• Trust administration
• Trust taxation
• Asset management and investment oversight

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